Institutional Ownership Lpl Financial Holdings Inc. (LPLA)
This table provides information about the institutional ownership of Lpl Financial Holdings Inc. (LPLA). We have compiled data on the 869 institutions that hold shares in the stock, with a total of 76 Million shares, which have been reported (via 13F filing form) to have a value of $28.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
3,561
shares
|
$1.35 Million
0.03% of portfolio
|
Q1 2025
Added 61.57%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
3,525
shares
|
$1.34 Million
0.0% of portfolio
|
Q1 2025
Added 8.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,525
shares
|
$1.34 Million
0.01% of portfolio
|
Q1 2025
Added 42.71%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
3,515
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
3,487
shares
|
$1.32 Million
0.17% of portfolio
|
Q2 2025
Added 45.47%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
3,479
shares
|
$1.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
3,473
shares
|
$1.32 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,420
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.6%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
3,407
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
3,403
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.21%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
3,400
shares
|
$1.29 Million
0.02% of portfolio
|
Q1 2025
Added 100.24%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
3,393
shares
|
$1.29 Million
0.17% of portfolio
|
Q1 2023
Added 106.39%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,341
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Added 195.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
3,327
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 73.1%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
3,265
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 24.82%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
3,253
shares
|
$1.23 Million
0.44% of portfolio
|
Q4 2022
Added 0.06%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
3,243
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2022
Added 17.12%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jun 26, 2025 Q1 2025 |
3,183
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
3,169
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 62.95%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
3,161
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 59.81%
|
|
|
Shelton Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
3,129
shares
|
$1.19 Million
0.58% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
3,089
shares
|
$1.17 Million
0.02% of portfolio
|
Q2 2025
Added 44.89%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
3,068
shares
|
$1.16 Million
0.16% of portfolio
|
Q4 2024
Reduced 36.55%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
3,064
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Efg Asset Management (North America) Corp.
|
May 14, 2025 Q1 2025 |
3,025
shares
|
$1.15 Million
0.17% of portfolio
|
Q1 2025
New holding
|